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CLAUDIAIVETTRAMIREZ

G E O R G E

Financial Advisor

Financial Consultant

24/7

Stock Broker

CLAUDIA IVETT RAMIREZ

I partner with individual investors & businesses through periods of expansion, with strategies to enhance profit accumulation in their trading portfolios.

18+

Years of Experience.

CLAUDIA IVETT RAMIREZ

About Me

I've garnered over 18 years of solid experience working with four prestigious investment/brokerage firms in the United States, accumulating multiple state licenses in the process.

I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.

1300+

Trusted Clients

Number Of Clients

99%

Successful Portfolios

Largest Profit %

CLAUDIA IVETT RAMIREZ

My Work History

34+

State Licenses

2007 - 2010
(3 years)

WELLS FARGO INVESTMENTS, LLC CRD#:10582

Stock Broker
2010 - 20213
(13 years)

WELLS FARGO CLEARING SERVICES, LLC CRD#:19616

Stock Broker
2023 - 2025
(2 years)

ROCKEFELLER FINANCIAL LLC CRD#:291361

Stock Broker
2025 - present
(< 1year)

UBS FINANCIAL SERVICES INC. CRD#.8174

Stock Broker
2025 - present
(1 year)

US Bancorp Advisors

Stock Broker
Certification

My Certification

General Industry/Product Exams

Exam
Category
Date
SECURITIES INDUSTRIES ESSENTIAL EXAMINATION
SIE
OCT 1, 2018
GENERAL SECURITIES REPRESENTATIVE EXAMINATION
SERIES 7
MARCH 31, 2007
GENERAL SECURITIES SALES SUPERVISOR - OPTIONS MODULE EXAMINATION
SERIES 9
JULY 27, 2020
UNIFORM COMBINED STATE LAW EXAMINATION
SERIES 66
APRIL 07, 2007
CLAUDIA IVETT RAMIREZ

My Services

PORTFOLIO MANAGEMENT

I specialize in building & managing portfolios, diversifying assets on behalf of clients, companies, individuals and families for the sole purpose of achieving financial targets.

STOCK BROKERAGE

I guide clients through the stock market, helping them trade efficiently to make tremendous profit with strategic investment decisions.

FINANCIAL CONSULTING

I offer financial consulting services to people in need of some financial planning and restructuring. I’ll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.

Digital Currency
Trading

Beyond stock brokerage, I specialize in Forex and cryptocurrency trading. Through in-depth market research, I provide clients with expert guidance on day trading strategies and long-term investment opportunities.
CLAUDIA IVETT RAMIREZ

Some Reviews from Clients

Jessica Reed

Client

I came in overwhelmed by crypto and left feeling confident. Claudia Ivett Ramirez explains things clearly, never talks down, and actually cares about your success. Her strategies are practical and smart—finally, someone who doesn’t overhype or overcomplicate the process.

Dylan Hernandez

Client

Claudia Ivett Ramirez doesn’t just give you tips—she teaches you how to think like a trader. Thanks to her, I’ve developed confidence, consistency, and a real plan for my financial future. I trust her completely with my investment journey.

Gabriel Souza

Client

Before working with Claudia Ivett Ramirez, crypto felt like gambling. Now, I trade with purpose and structure. Her risk management advice alone saved me thousands. I truly feel like I’m building something long-term, not just chasing hype or guesses.

Hiroshi Tanaka

Client

I started as a total beginner, but Claudia Ivett Ramirez walked me through every step. I never felt judged or lost. Now I’m growing my portfolio with confidence and clarity. I only wish I had found her sooner!

Olivia Parker

Client

Trust is everything with money—and I trust Claudia Ivett Ramirez without question. Her experience, integrity, and transparency gave me peace of mind from day one. I always know she has my best interests at heart, and that means everything.

Jordan Mitchell

Client

What I love most about working with Claudia Ivett Ramirez is her no-nonsense, honest approach. She tells it like it is, helps you understand why a strategy works, and always keeps you grounded. That’s rare in this space.

99%

Successful Portfolios

700+

Happy Clients

12+

Years of Experience

5+

State Licenses

Contact Me!

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